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Sage KIS Cash Balance Moderate Strategy Sheet 4Q19
The Sage KIS Cash Balance Moderate Strategy will seek to earn, on an annual basis, a return ranging between 4%-6%, while limiting volatility and downside. . . .
Sage KIS Cash Balance CIT Strategies
The fact sheets provide an overview of the three Sage KIS CITs along with portfolio characteristics, performance, and asset allocation information through the 4th Quarter.
Cash Balance Strategy Monitor December 2019
This monthly research piece provides portfolio positioning and commentary for the Sage KIS Cash Balance CITs. This includes each strategy’s asset allocation evolution and a. . . .
“Factor-Based Investing” with Ward Bortz of Invesco
Sage interviews Ward Bortz, Senior Client Portfolio Manager at Invesco, who discusses the growth of factor investing and what’s driving adoption in 2020. This podcast. . . .
“Factor Investing” with Ward Bortz of Invesco
Sage interviews Ward Bortz, Senior Client Portfolio Manager for Invesco’s fixed income factors platform, who discusses factor investing and what growth potential we can expect. . . .
Fixed Income 2019 Review and 2020 Outlook
In this podcast, Sage’s Michael Walton, Dustin Finley, and Thomas Urano discuss what drove returns for 2019 and share our outlook for the first half. . . .
Tactical ETF Performance Commentary 4Q19
This one-page report details what contributed to and detracted from performance for the Sage Tactical ETF Strategies in the fourth quarter. Within our equity allocation,. . . .